Civic Intelligence

The Mtb Charitable Foundation Inc.

990PF • Fiscal year 2021 • EIN 31-1484922

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 13, 2022

Organization Profile
2198 Burton Dam RdClarkesville, GA 30523

(678) 352-1115

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

92nd percentile

71%

Higher net margin than 92% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

66th percentile

15%

Faster asset growth than 66% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

226%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$272,069

Up $36,369 (+15%) from 2020

Net Assets

Up

$272,069

Up $36,369 (+15%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin92nd percentile

Revenue

Up

$51,451

Up $35,675 (+226%) from 2020

Expenses

Up

$15,082

Up $55 (+0.4%) from 2020

Net Income

Up

$36,369

Up $35,620 (+4756%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2018: $235,802Liabilities 2018: $0Net Assets 2018: $235,8022018Assets 2019: $234,951Liabilities 2019: $0Net Assets 2019: $234,9512019Assets 2020: $235,700Liabilities 2020: $0Net Assets 2020: $235,7002020Assets 2021: $272,069Liabilities 2021: $0Net Assets 2021: $272,0692021Assets 2022: $262,966Liabilities 2022: $0Net Assets 2022: $262,9662022Assets 2023: $236,091Liabilities 2023: $0Net Assets 2023: $236,0912023Assets 2024: $226,287Liabilities 2024: $0Net Assets 2024: $226,2872024

Highlighted filing

2021

Assets$272,069
Liabilities$0
Net Assets$272,069
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2018: $13,214Expenses 2018: $15,252Net Income 2018: -$2,0382018Revenue 2019: $12,280Expenses 2019: $13,131Net Income 2019: -$8512019Revenue 2020: $15,776Expenses 2020: $15,027Net Income 2020: $7492020Revenue 2021: $51,451Expenses 2021: $15,082Net Income 2021: $36,3692021Revenue 2022: $8,474Expenses 2022: $17,577Net Income 2022: -$9,1032022Revenue 2023: -$13,868Expenses 2023: $13,007Net Income 2023: -$26,8752023Revenue 2024: $7,898Expenses 2024: $17,702Net Income 2024: -$9,8042024

Highlighted filing

2021

Revenue$51,451
Expenses$15,082
Net Income$36,369
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 13, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN P BOWLESPresident/Secretary-$0--
TRIPP KAYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Mtb Charitable Foundation Inc
EIN
31-1484922
Phone
6783521115
Address
2198 BURTON DAM RD, CLARKESVILLE, GA 30523

Signing Officer

Name
Steven P Bowles
Title
President
Phone
6783521115
Signed
2022-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
3575 PIEDMONT RD NE STE 1550, ATLANTA, GA 30305
Preparer
Tripp Kay
Phone
4042623300
Raw XML Appendix340 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BULLOCH CHAPEL - UYC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GEORGIA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MAYO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UYC MERITIME FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3) EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3) MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255902
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012800
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0746
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0746
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0231
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt023
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt023
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN P BOWLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06783521115
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MTB CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MTBC
ReturnHeader/Filer/EIN0311484922
ReturnHeader/Filer/PhoneNum06783521115
ReturnHeader/Filer/USAddress/AddressLine1Txt02198 BURTON DAM RD
ReturnHeader/Filer/USAddress/CityNm0CLARKESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030523
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03575 PIEDMONT RD NE STE 1550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030305
ReturnHeader/PreparerPersonGrp/PhoneNum04042623300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRIPP KAY
ReturnHeader/ReturnTs02022-03-18T12:21:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOWLES
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$272,069
Liabilities
$0
Net assets
$272,069
Revenue
$51,451
Expenses
$15,082
Net income
$36,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.08$0.18$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.14$0.13$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.08$0.18$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.51$0.15$0.36
2020Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.16$0.15$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.12$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.13$0.15$0.02